2024-25 Chapter Seminars & Events
BEST VALUE:
Interested in attending more than two of the Bundle Seminars below? Register for the Chapter Bundle and receive access to all four local hybrid seminars! The Chapter Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.
OCTOBER 2024
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
October 15, 2024
3:00 pm - 5:00 pm PT
An Update on Joint Tenancy and Resulting Trust
Moderator: Samantha Ferguson, LLB, TEP, Kelowna: Lawson Lundell LLP
Speaker: Stanley Rule, LLB, TEP, Kelowna: Sabey Rule LLP
Venue: BMO Private Wealth Office in Kelowna
STUDENT EVENT - SEPARATE FROM BUNDLE
WEDNESDAY
October 16, 2024
3:30 pm - 5:30 pm PT
Hybrid Student Study Session & Social Event
Experts: Kelly Watson, CPA, CA, TEP, Kelowna: Kelly Watson Chartered Professional Accountant Inc.
Julia Norman, JD, TEP, Kelowna: Pushor Mitchell LLP
IN-PERSON - FH&P Lawyers LLP, 400-1628 Dickson Ave Landmark 4, Kelowna
ONLINE - Zoom meetings
NOVEMBER 2024
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
November 19, 2024
3:00 pm - 5:00 pm PT
Estate Planning for Business Owners: Tips and Traps
Moderator: Sheena Sanders, CFP, RIS, RRC, Kelowna: BDO Canada LLP
Speaker: Eric Wipf, CPA, CGA, CFP, CLU, TEP, Calgary: BDO Canada LLP
Venue: BMO Private Wealth Office in Kelowna
JANUARY 2025
NATIONAL COURSE - SEPARATE FROM BUNDLE
NEW DATE - TUESDAY
January 21, 2025
8:30 am - 4:30 pm PT
National Full-Day Course:
Advising Executors from Death Certificate to Clearance Certificate
APRIL 2025
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
April 8, 2025
3:00 pm - 5:00 pm PT
Family Offices: A Key Tool for Succession Planning
Moderator: William Pao, CFP, CIM, TEP, Kelowna: Nicola Wealth
Speaker: Steve Ivacko, CPA, CMA, FEA, TEP, Vancouver: MNP LLP
Venue: BMO Private Wealth Office in Kelowna
MAY 2025
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
May 20, 2025
3:00 pm - 5:00 pm PT
Update on Trust Reporting and Bare Trust Treatment & Annual Chapter Meeting
Moderator: Braeden Rahn, TEP, Kelowna: Geoffrey W. White Estates & Charity Law & Clark Wilson LLP
Speaker: Richard Weiland LLB, TEP, Vancouver: Clark Wilson LLP
Venue: BMO Private Wealth Office in Kelowna
BEST VALUE:
Interested in attending more than two of the Bundle Seminars below? Register for the Chapter Bundle and receive access to all four local hybrid seminars! The Chapter Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.
